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Vanguard Morningstar Large-Cap ETF
VV

Name Holding Trade Value Shares
Change 		Change in
Stake
TFM
551
TFC Financial Management
Massachusetts
$834K +$2.75K +12 +0.3%
KL
552
KWMG LLC
Kansas
$834K – – –
MCM
553
Morton Capital Management
California
$826K – – –
WFAG
554
Wescott Financial Advisory Group
Pennsylvania
$824K +$2.75K +12 +0.4%
OC
555
Oakworth Capital
Alabama
$824K – – –
LWM
556
LongView Wealth Management
Georgia
$813K -$5.03K -22 -0.6%
CIA
557
Compass Ion Advisors
Pennsylvania
$798K -$97.7K -427 -11%
MFT
558
Moisand Fitzgerald Tamayo
Florida
$797K -$34.8K -152 -4%
CAM
559
Cozad Asset Management
Illinois
$797K – – –
RIS
560
Retirement Income Solutions
Michigan
$790K – – –
ICP
561
Interchange Capital Partners
Pennsylvania
$789K -$32.3K -141 -4%
TPCW
562
TD Private Client Wealth
New York
$788K +$145K +634 +24%
SDH
563
Sloy Dahl & Holst
Washington
$781K +$9.84K +43 +1%
BWP
564
BSW Wealth Partners
Colorado
$779K – – –
AIM
565
Athena Investment Management
California
$777K – – –
CFS
566
CGC Financial Services
Oregon
$769K -$79.2K -346 -10%
SL
567
Salomon & Ludwin
Virginia
$767K -$180K -787 -20%
RDWM
568
Red Door Wealth Management
Tennessee
$766K +$33.6K +147 +5%
FOFP
569
Fee-Only Financial Planning
South Carolina
$763K -$10.3K -45 -1%
BO
570
Bank OZK
Arkansas
$761K -$69.6K -304 -9%
AM
571
Atwater Malick
Pennsylvania
$756K – – –
PWA
572
Primoris Wealth Advisors
Florida
$756K – – –
EFS
573
Essex Financial Services
Connecticut
$753K +$12.6K +55 +2%
ZF
574
Zhang Financial
Michigan
$752K – – –
FWCM
575
Ferguson Wellman Capital Management
Oregon
$751K +$5.26K +23 +0.7%
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